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When to use:

Either after a name change tape is processed or as desired to view name and address changes made by tax office employees.

What it displays:

The name change report will provide a listing of the accounts that were updated after a name change file is loaded and processed.  This is usually sent from the appraisal district.  The report displays address flag (indicating BA for bad address or CA for tax office change), account number, onwer name, fields that were changed (zip code, city, etc.), old and new values for those fields.

User Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run a Name Change Report by Account:

1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
2. Click on the Name Change Report by Account Post-Process line, batch menu no. 713.
3. Press Enter. The parameter screen appears.
4. Enter your tax office's ACT 7 Client ID in the Client ID field.

Note: If you do not know your client ID number contact the ACT help desk for assistance.

5. Enter the date for which you want to start the report in the Begin Date field (mm/dd/yyyy format).  This should correspond to the begin date of the loaded file
6. Enter the date for which you want to end the report in the End Date field (mm/dd/yyyy format).  This should correspond to the begin date of the loaded file.
7. In the Accounts to Report field, enter either UNPAID, which will list all accounts that were modified and have an outstanding balance, or leave it blank, which will list all of the changed accounts over the specified date range.  On the report, asterisks will indicate a paid account.
8. In the Update Source field, CAD is the default and indicates updates originating on the appraisal district files.  If you leave this field blank, all name changes except those on the appraisal district files will be listed.
9. Click Submit Job to start the report process.  
10. Click OK on the "OK to Submit Job" pop-up screen.  
11. To preview and print your report, see Previewing and Printing Reports.  Note the report sequence number at the top of the first page.